The Nolan Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our Unique Ability:

We obsess over culture because we believe it helps attract amazing employees who are truly dedicated to our team’s outstanding client service model. Our culture is a passionate, fun, spunky, positive, and organized group of women.

We hold regular strategic team meetings and hold each other accountable to the entrepreneurial mindsets and behaviors we need to dedicate to this culture because everything that happens "Front Stage" for our clients must be supported by excellent "Back Stage" teamwork.

Value Proposition to Our Clients:

We work to build lasting personal and professional relationships with our clients. Our vision is to maintain an intimate client base to help ensure clients get the attention they deserve. We seek to understand what our clients want from life as well as what they want to avoid. In doing so, we help our clients pursue their goals, build their wealth and help them feel more confident in their financial future. We focus on helping reduce stress and provide clarity for clients so that they may get more return on life. Our commitment is to offer proactive service meetings designed to provide true holistic financial planning, organization, education, accountability and investment management strategies needed to help clients pursue the goals that are important to them. We listen, we collaborate, we execute.

We are here to help clients live the life they’ve earned. When you have the right financial advisor, life can be brilliant.

Honored to be recognized in Forbes

We’re excited to announce that Forbes named Carolyn Nolan one of their Top Next-Generation Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Carolyn to help our clients achieve their financial goals. All of us at The Nolan Group would like to thank our clients for their trust, which made this recognition possible.

Our videos

4 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)